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Checkmate Equity + Carta Launch - $500 Premier Onboarding

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Checkmate Equity
+
Carta
Checkmate Equity Plus Carta

Checkmate Equity has partnered with Carta to offer Carta Launch clients our  white-glove premier onboarding service at a heavily discounted flat rate of $500*.  We’ll get you up and running on Carta Launch in a matter of days. All we need is your corporate documentation.

Premier Onboarding

Our Premier Onboarding service is for companies that haven’t onboarded onto the Carta platform. Whether your cap table is currently being tracked in excel, on a different cap table tool, or even if you don’t have a cap table built yet, our team will migrate your company onto Carta. We’ll ensure the process is as hands-off and stress-free as possible while preventing problematic inaccuracies downstream. Simply provide your equity documentation and we’ll take it from there.

Data Extraction

Data Extraction

We’ll save you countless hours as we review, collect, and sort your equity related documentation and extract all pertinent data points.

Data Import

Data Import

Our team will import all of your cap table data onto Carta to ensure your cap table is fully accurate, up-to-date, and complete.

Reconciliation

Reconciliation

Our experienced team will reconcile your data to verify that the unique aspects of your cap table are reflected correctly on Carta.

Activation

Activation

When it’s time to activate your account on Carta, our team will work with you to ensure employees and investors are given proper notice.

Let’s work together.
As a Carta Launch customer, sign up for our premier onboarding service at a discounted $500 flat rate*. Focus on your business. We’ll focus on your equity.
*DISCLAIMER: Companies eligible for this offer must qualify for Carta Launch and must have 10 or less stakeholders. Carta Launch qualified companies with 11-25 stakeholders are eligible for alternative Checkmate Equity discounts — contact us to learn more.